Wed, Apr 23, 2014, 3:24 AM EDT - U.S. Markets open in 6 hrs 6 mins

Recent

% | $
Quotes you view appear here for quick access.

Avanir Pharmaceuticals, Inc. Message Board

rzrbackrob 101 posts  |  Last Activity: 16 hours ago Member since: Oct 29, 2010
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • rzrbackrob rzrbackrob 16 hours ago Flag

    Farmgirl, search the Current Board using 6 months for Spook2b post of Mar 18, 2014 5:46 PM. The post includes the directions of Judge Stark regarding the pending approval of the generics' ANDAs.
    Rzr

    Sentiment: Hold

  • Reply to

    Avanir EU Plans

    by rzrbackrob Apr 16, 2014 8:16 AM
    rzrbackrob rzrbackrob Apr 17, 2014 7:55 AM Flag

    Not sure how you slipped this update of your work of art past the guards, but you are at least temporarily successful:-)
    Rzr

  • Reply to

    Avanir Posting for EU Project Manager

    by rzrbackrob Apr 16, 2014 8:32 AM
    rzrbackrob rzrbackrob Apr 16, 2014 11:41 AM Flag

    Gogh9, thanks for your persistence! I can't tell you how many times I tried to recover the job listing. Thanks for finding it this morning.
    Rzr

  • Reply to

    Avanir Posting for EU Project Manager

    by rzrbackrob Apr 16, 2014 8:32 AM
    rzrbackrob rzrbackrob Apr 16, 2014 10:09 AM Flag

    u_r_reported, yes the position is tilted toward Optinose, but there are a couple of key hints in the posting that are intriguing. OptiNose is a Denmark company that has its American location in Yardley, PA. The project manager posting hints at EU approval for Avanir's triptan version of Optinose, though nothing has been announced about this at this point. So, Avanir could be anticipating having two products to sell in the EU. The position certainly lists coordination with potential partners in Europe for the marketing and sales of Avanir's products. The preponderance of our discussion regarding a partner in Europe leans toward the notion of having a big pharma take over all aspects of product sales and marketing in Europe with Avanir getting some type of up front payment, possible support for continuing R&D, and royalties. As Falconi has demonstrated there are numerous arguments for not partnering in this fashion because the full and true value of Avanir's products, indications, etc. are currently undervalued or unknown.

    I don't believe that Avanir has been inactive in preparing to sell Nuedexta in the largest EU markets. It is more likely that they are pursuing the second largest objective in terms of selling there which is securing pricing and reimbursement by country. My understanding is that this second step is almost as burdensome as securing the EU approval that mirrors our FDA approval here in the States. It is also likely that Avanir is relying on a partner that helped them prepare their submission for the EU and has the wherewithal to also pursue the pricing issues for the UK, Germany, France, etc. This would be a limited pay for services kind of partnership that is rarely considered in our discussions.

    I appreciate your reply and hope that this is an adequate reply to your expressed doubts.
    Rzr

  • As posted by Gogh this morning.
    As reported by Gogh this morning. Evidently, Avanir is moving forward aggressively with the launch of Nuedexta in Europe and Optinose as well. It seems to me that this a bit of game changer!

    Rzr

    POSITION DETAILS

    The Project Manager - Commercial will be responsible for supporting the launch of AVP-825 in the U.S. and the coordination of European Uinion (EU) activities and potential launch of NUEDEXTA in the EU. AVP-825 is a novel drug-device combination for the treatment of migraine that was licensed by Avanir from Optinose in July 2013.

    The Project Manager will work closely with numerous Avanir functional departments (Marketing, Sales, Managed Markets, Medical Affairs, R&D, Regulatory, Commercial Analytics, IT, Finance), Optinose (for AVR-825), potential partners that Avanir may license the product to in the EU, and various vendors that the company will be working with too manage different aspects of the launches. Key responsibilities will include building the launch plan timeline, managing launch team meetings, tracking all key activities, developing and providing management reports, coordinating activities with external vendors, managing meetings logistics (US and EU as appropriate) and serving as the commercial alliance manager in the case of Optinose (and for any potential EU partner).

    The Project Manager will report to the VP-Marketing and will take day-to-day direction from the Director of Marketing (AVP-825) and the EU-Commercial Lead. Less

  • rzrbackrob by rzrbackrob Apr 16, 2014 8:16 AM Flag

    Three items support the prospect of Avanir moving forward in launching Nuedexta in Europe utilizing their own resources. First, please note the article that documents that companies that launch their products on their own actually produce stronger results than those that license their product to other companies. Secondly, Avanir is seeking to hire an EU Project Manager as documented in Gohg's post this morning. Thirdly, Avanir has the resources available to finance the effort within their 100,000,000 share allocation that was approved following discontinuance of the poison pill.

    So our table is set for a hearty discussion of these elements supporting the notion that Avanir at least has either a first plan to launch on their own in the major markets of the EU or a well thought out backup plan.

    Rzr

  • Reply to

    GOOD NEWS

    by greatdayisback2013 Apr 15, 2014 1:37 PM
    rzrbackrob rzrbackrob Apr 16, 2014 8:02 AM Flag

    Gogh9,
    Thanks for finding this!! I was beginning to think that I had imagined this!! I see that the YMB gremlins have hidden your post. Let's see if this reply bounces it back to the top. If not could you please post this in a new topic?

    Rzr

  • Reply to

    GOOD NEWS

    by greatdayisback2013 Apr 15, 2014 1:37 PM
    rzrbackrob rzrbackrob Apr 16, 2014 7:24 AM Flag

    Good morning, Falconi and friends! Hope you're day is going well. I won't be able to post often today but wanted to get this one out before things get moving at full speed. The other day when I found the article about launches in Europe, I also think that I saw an Avanir job posting for a project manager for Europe. I thought that I bookmarked that find but when I went back to locate the save, I couldn't find the listing. This was to be my second leg of the stool, so to speak, in an argument that Avanir is well into the process of establishing a presence in Europe working behind the scenes. So, at this point I wonder if we could enlist the help of our fellow bunker dwellers to see if this job posting might be found with a disclaimer that this might just be my imagination working overtime:-)

    Rzr

  • Reply to

    EU Launch or License

    by rzrbackrob Apr 12, 2014 8:42 PM
    rzrbackrob rzrbackrob Apr 15, 2014 5:01 PM Flag

    Oh well, it sounded good so I went with it. What can I say? I should have known that you would catch me and pin my ears back:-))
    Enjoy your evening, friend!
    Rzr

  • Reply to

    Sr Falcon

    by fb0075 Jan 17, 2014 3:13 PM
    rzrbackrob rzrbackrob Apr 15, 2014 4:58 PM Flag

    Received!

  • Reply to

    EU Launch or License

    by rzrbackrob Apr 12, 2014 8:42 PM
    rzrbackrob rzrbackrob Apr 15, 2014 4:42 PM Flag

    Falconi, I knew that this would spark your interest and had noted in your note to our friend, Sarge, that this is a busy week for you. No need for morse, although your comment gave me a chuckle. It seems that one reading assignment deserves one in return. I will bring myself up to speed on our previous exchanges. There are a couple of other interesting angles I want to present for your consideration. Tomorrow is a busy one for me but I will be in touch.
    Enjoy your evening!
    Rzr

  • rzrbackrob by rzrbackrob Apr 15, 2014 1:21 PM Flag

    When anyone says that about this stock you can just bet that they are wrong. Just say'n
    Rzr

  • Reply to

    Indiscriminate biotech selloff

    by horcents Apr 14, 2014 6:07 PM
    rzrbackrob rzrbackrob Apr 15, 2014 10:31 AM Flag

    Horcents, I am reminded of how your golf trip was a bust last year because of the white stuff. I guess that is just weather in the Southwest and Mid-West. Well, I guess all over the country these days:-) One encouraging sign is that I see we are back talking about garden crops. The tomatoes are going to need some extra water this year if the forecast is correct.

    None of us really knows what's going on with judge Stark's decision, but with all the suppositions I'm sure one of us has pinpointed the issue. Now if we just knew which one of the guesses is right!
    Rzr

  • Reply to

    Indiscriminate biotech selloff

    by horcents Apr 14, 2014 6:07 PM
    rzrbackrob rzrbackrob Apr 14, 2014 6:13 PM Flag

    Good stuff, Horcents! Tonight here in Cinci it will be almost winter AGAIN:-)
    Rzr

  • rzrbackrob rzrbackrob Apr 14, 2014 3:18 PM Flag

    Harry, out of 50 or so biotech/pharmas that I monitor, all but 8 or so are red today.
    Rzr

  • Reply to

    EU Launch or License

    by rzrbackrob Apr 12, 2014 8:42 PM
    rzrbackrob rzrbackrob Apr 13, 2014 2:14 PM Flag

    Timberbug, I'm not sure why the authors included Avanir in the licensed column, since as of the date of the article, 12/2013, no decision has been made. The -17% stock price is a comparison at the date of the article to the stock price two years prior.
    Rzr

  • Reply to

    EU Launch or License

    by rzrbackrob Apr 12, 2014 8:42 PM
    rzrbackrob rzrbackrob Apr 13, 2014 11:27 AM Flag

    Ray, thanks for your input. As Falconi has documented on several occasions once you have pricing in place in the major markets in Europe, sales and marketing expenses are low because of the broad application of disease management algorithms. Consequently, the profitability of sales in Europe should be more favorable than the raw numbers would suggest. Physicians in the EU don't have have a great deal of discretion outside of the guidelines in terms of their prescribing decisions.
    Rzr

  • Reply to

    EU Launch or License

    by rzrbackrob Apr 12, 2014 8:42 PM
    rzrbackrob rzrbackrob Apr 13, 2014 11:19 AM Flag

    Congo, that's for sure a possible outcome. I think that it is likely that their options for launching in Europe are more complex than we might imagine and they are waiting for clarity on the patent issue before they will be able to make the correct decisions. I would disagree that they are planning a sale of the company. In my experience heads of companies don't plan to sell their companies; rather, they continue to build out a company to continue to increase value for the long term just as KK is doing. There is no way short of paying retention bonuses of keeping your best people if anyone suspects that management is just going through the motions. Besides what company wants to buy a sitting duck?
    Rzr

  • rzrbackrob by rzrbackrob Apr 12, 2014 8:42 PM Flag

    Fellow bunker dwellers and most especially, Sr. Falconi, I did a bit of canoodling today as I wondered what in the world is going on with Avanir launching Nuedexta in Europe. Tomorrow morning or tonight you may read the NY Times or The Times, but this is an interesting alternative. Search bionest, launch or license. The article offers an analysis of those companies that launch on their own following EU approval compared to those companies that license out their products. They highlight innovative approaches and even list our very own Nuedexta as one of the products for which this is an important decision. I would cut and paste a couple of headlines, but this is not possible since the dear authors took strong precautions realizing what heathens live in bunkers. Take a look for yourselves and then we can discuss this.
    Rzr

  • rzrbackrob rzrbackrob Apr 7, 2014 10:07 AM Flag

    timberbug, there will be many more stories of sports figures and military personnel benefitting from N treatment regimens for their TBI.
    Rzr

AVNR
3.60+0.12(+3.45%)Apr 22 4:00 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.
Weibo Corporation
NasdaqGSTue, Apr 22, 2014 4:00 PM EDT
Allergan Inc.
NYSETue, Apr 22, 2014 4:00 PM EDT
GW Pharmaceuticals plc
NasdaqGMTue, Apr 22, 2014 4:00 PM EDT